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Westfuller Advisors Portfolio holdings
AUM
$275M
1-Year Est. Return
24.54%
This Fund
S&P 500
This Quarter
Est. Return
+6.69%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$220M
AUM Growth
+$44.6M
(+25%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
15.49%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
761
New
644
Increased
73
Reduced
25
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$3.26M |
| 2 |
Apple
AAPL
|
+$2.2M |
| 3 |
Broadcom
AVGO
|
+$2.09M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$15.6M |
| 2 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$3.81M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
+$3.2M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$2.76M |
| 5 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$1.83M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.11% |
| 2 | Financials | 6.45% |
| 3 | Consumer Discretionary | 4.95% |
| 4 | Communication Services | 4.57% |
| 5 | Healthcare | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Qualcomm
QCOM
$155B
| $120K | 0.05% |
+723
| New | +$115K |
|
202
Uber
UBER
$143B
| $120K | 0.05% |
+1,220
| New | +$114K |
|
203
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
| $117K | 0.05% |
+252
| New | +$114K |
|
204
Johnson Controls International
JCI
$88.8B
| $114K | 0.05% |
+1,030
| New | +$110K |
|
205
Ryder
R
$9.83B
| $114K | 0.05% |
+602
| New | +$109K |
|
206
Range Resources
RRC
$9.38B
| $113K | 0.05% |
+2,989
| New | +$107K |
|
207
Pentair
PNR
$10.4B
| $111K | 0.05% |
+1,005
| New | +$107K |
|
208
Unum
UNM
$13.6B
| $111K | 0.05% |
+1,427
| New | +$107K |
|
209
United Rentals
URI
$67.2B
| $109K | 0.05% |
+114
| New | +$102K |
|
210
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $108K | 0.05% |
+768
| New | +$102K |
|
211
Joby Aviation
JOBY
$7.03B
| $106K | 0.05% |
+6,570
| New | +$99.8K |
|
212
Kroger
KR
$35.4B
| $105K | 0.05% |
+1,552
| New | +$108K |
|
213
Grupo Cibest SA
CIB
$22B
| $104K | 0.05% |
+2,010
| New | +$97K |
|
214
iShares US Consumer Discretionary ETF
IYC
$1.17B
| $104K | 0.05% |
+991
| New | +$102K |
|
|
JHG
215
DELISTED
Janus Henderson
JHG
| $104K | 0.05% |
+2,327
| New | +$101K |
|
216
Colgate-Palmolive
CL
$73.1B
| $102K | 0.05% |
+1,276
| New | +$109K |
|
217
Williams-Sonoma
WSM
$26.9B
| $101K | 0.05% |
+515
| New | +$98.4K |
|
218
Cemex
CX
$17.1B
| $99K | 0.05% |
11,013
| – | – |
|
219
Zoetis
ZTS
$32.4B
| $98.5K | 0.04% |
+673
| New | +$102K |
|
220
TransUnion
TRU
$15.1B
| $98.4K | 0.04% |
+1,175
| New | +$107K |
|
221
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $96K | 0.04% |
+1,304
| New | +$93.6K |
|
222
LyondellBasell Industries
LYB
$20B
| $95.6K | 0.04% |
+1,950
| New | +$110K |
|
223
Expeditors International
EXPD
$22B
| $95K | 0.04% |
+775
| New | +$92.2K |
|
224
Vanguard Consumer Staples ETF
VDC
$7.97B
| $94.2K | 0.04% |
+441
| New | +$96.6K |
|
225
Bunge Global
BG
$20.4B
| $93.9K | 0.04% |
+1,155
| New | +$92.6K |
|
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Westfuller Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Westfuller Advisors held 761 positions worth $220M, up 25% from $175M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Westfuller Advisors deployed $34.1M of net new capital in Q3 2025, opening 644 new positions and adding to 73 existing holdings. Its largest new stake was Palo Alto Networks: 4,984 shares worth $1.01M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 7.8% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $15.6M trimmed.
- Westfuller Advisors's largest Q3 2025 buy was Palo Alto Networks: 4,984 shares worth $1.01M.
- Westfuller Advisors added most to iShares US Treasury Bond ETF in Q3 2025, an estimated $3.26M increase.
- Westfuller Advisors's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $15.6M.
- Westfuller Advisors fully exited iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025, selling an estimated $1.83M.
- Westfuller Advisors's ten largest holdings make up 31% of its $220M portfolio in Q3 2025.
- Westfuller Advisors opened 644 new positions and closed 1 in Q3 2025.
- Westfuller Advisors's portfolio value rose 25% quarter-over-quarter to $220M.
Based on Westfuller Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.